Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Equity Income Cl R5 Mutual Fund in their Schedule of Assets, totaling $4.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LOOMIS CHAFFEE SCHOOL THE LOOMIS INSTITUTE PENSION PLAN | WINDSOR CT | 303 | $126.4M | $3.8M |
| 2 | THE HEAD-ROYCE SCHOOL THE HEAD-ROYCE SCHOOL 403(B) PLAN | OAKLAND CA | 184 | $89.0M | $665K |
